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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,839 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,802 | $79,169+64.0% | $100,415+29.3% | $74,478+74.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 16.53% | 20.51%-4.0pp | 49.47%-32.9pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $7,747 | $3,017+156.8% | $3,943+96.5% | $2,626+195.0% |
| Participant deferral / active EE | $9,254 | $7,751+19.4% | $8,091+14.4% | $4,350+112.7% |
| Admin fee / account holder | $14 | $1,337-98.9% | $7,906-99.8% | $1,946-99.3% |